Senior Paraplanner

Blakemore Recruitment

Posted 25 days ago, valid for 6 days

Welwyn, Hertfordshire AL6 9ET, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

Blakemore Recruitment is seeking a Senior Paraplanner for a vibrant IFA in Welwyn, offering a salary of £45,000 to £55,000 per year.
The ideal candidate should have at least three years of experience as a Paraplanner and hold a Diploma Level 4 qualification.
Advanced level exams in investments and pensions will be advantageous, particularly for those working towards Chartered status.
Key responsibilities include supporting Financial Planners in research, preparing financial plans, and ensuring compliance with regulatory standards.
This role presents an opportunity to develop in an enterprising environment while contributing to the company's ethical financial solutions.

Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in Welywn seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace. If you are an experienced Paraplanner, wishing to continue your career in an enterprising environment then this could be the opportunity for you. You should at least hold Diploma Level 4 qualified. Advanced level exams in investments and pensions will be advantage, working towards Chartered status.Key Responsibilities:

Supporting the Financial Planners in research and analysis to meet Client needs and objectives
Supporting the Financial Planners in preparing Client financial plans and suitability reports
Promoting the profile of the business within the profession and wider communities
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
Preparing and compiling financial analysis data
Analysing Client data and preparing cash flow analyses
Compiling financial planning recommendations and suitability reports
Providing support for the Financial Planners
Ensuring that all regulatory and compliance standards are met
Liaising with product providers and other relevant third parties
Assisting the Financial Planners with Client presentations and any other activities as agreed
Preparing applications for submission.

If you believe you are well suited for this role, please apply to be considered.

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